Highly organized candidate possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships and providing quality service.
Overview
7
7
years of professional experience
Work History
Transportation Broker Assistant
First Light Program Managers
12.2023 - Current
Process bind request within a timely manner
Maintain client records and prepare documentation
Support production team by providing timely handling of assigned submissions
Examine documents such as applications, driver reports and loss history to ensure accuracy and completeness
Ensure compliance with regulatory standards
Accurately maintain all account documentation to adhere to carrier requirements and guidelines
Respond promptly to all requests from the underwriters or retailers regarding account servicing issues
Client Services Specialist
Amwins
10.2022 - 11.2023
Consistently maintain 95% plus rating on quality evaluations
Compare inspection reports to applications and policies for any discrepancies
Work within documented deadlines
Contact via email Underwriters and outside vendors
Enhance integrity by applying meticulous attention to detail when reviewing and analyzing documentation
Promptly respond to inquiries and requests from retailers
Benefits Specialist
Maestro Health
10.2019 - 10.2022
Followed up with customers on unresolved issues.
Reviewed claim documents to verify required information and secure any missing data for settlements.
Investigated, evaluated and adjusted claims in accordance with standards and laws.
Understood requirements for disputes, gathered evidence to support claims and prepared customer cases to handle appeals.
Utilized specialized software to process incoming claims, enter data and generate reports.
Complied with regulations and guidelines related to claims processing to maintain quality and adherence to standards.
HR Assistant II
Robert Half, Ingersoll Rand
06.2018 - 09.2019
Gathered, analyzed, and performed estimates and calculations in both PeopleSoft module and on spreadsheet applications according to participant's plan
Prepared pension and death summaries and paperwork for participants
Provided administrative support to pension management team when needed
Researched surviving spouse and beneficiary information via PBI database
Licensed Sales Agent
Go Health
05.2017 - 02.2018
Received 95% plus rating on all call quality evaluations (bonus received)
Awarded bonus based on excellent attendance record
Analyzed/interpreted Affordable Healthcare Act policies/processes to determine eligibility
Effectively analyzed customer needs to determine appropriate healthcare plan
Attended continuing education courses and workshops to gain additional insurance industry knowledge
Education
NC Insurance Licensure
Huntersville, Concord, NC
Skills
20 years of exceptional client service experience in a variety of settings
Solid reputation of providing highest level of confidentiality and professionalism
Polished performer with proven record of identifying/resolving critical matters in timely manners
Dynamic oral and written communication skills with all levels of clientele
Proficient in keyboarding skills including Microsoft Office Suite
Certification
NC Life, Health and Medicare
License #15854978
Timeline
Transportation Broker Assistant
First Light Program Managers
12.2023 - Current
Client Services Specialist
Amwins
10.2022 - 11.2023
Benefits Specialist
Maestro Health
10.2019 - 10.2022
HR Assistant II
Robert Half, Ingersoll Rand
06.2018 - 09.2019
Licensed Sales Agent
Go Health
05.2017 - 02.2018
NC Insurance Licensure
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